Member Service Rep I

All In Credit Union • Troy, AL

2d • $19 - $28

About The Position

The Member Service Representative I is a vital part of branch operations, handling tasks that keep loans, products, and services aligned with Credit Union standards. The role supports members' financial needs by processing loans and transactions, maintaining accurate documentation and records, tracking compliance, and communicating with members and coworkers. The position also supports member satisfaction, account services, and administrative operations.

Requirements

• Up to 3 years of related experience in a financial or banking environment.
• High school diploma or GED.
• Excellent communication skills and the ability to interact professionally with members and colleagues.
• Knowledge of BSA/OFAC compliance and the ability to assist members with related inquiries.
• Willingness to register and participate in NMLS.
• Must complete annual BSA training and maintain knowledge of applicable laws and regulations.

Nice To Haves

• Notary Public certification may be required.

Responsibilities

• Assist members with loan and credit card applications, ensuring required documentation is complete and accurate.
• Process and disburse loan proceeds, maintain proper documentation, and schedule loan closings with members.
• Complete month-end reporting and ensure compliance with internal standards.
• Help members open and close accounts, including investment and IRA accounts, and keep records up to date.
• Conduct checks such as SSN verification to help prevent fraudulent accounts or accounts with outstanding balances.
• Serve as a liaison between members and departments to ensure clear communication.
• Process and authenticate deposits, withdrawals, loan payments, wires, and other financial transactions.
• Identify cross-sell opportunities for Credit Union products and services.
• Perform administrative tasks, including filing, data entry, equipment maintenance, and answering phones.
• Register and participate in the Nationwide Mortgage Licensing System and Registry (NMLS) as required.
• Provide notary services, if applicable, in compliance with state regulations.
• Act as the Membership Officer and support high levels of member satisfaction.

Benefits

• Opportunities for professional growth and community involvement.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED